Ten Capital Wealth Advisors’s Schwab Fundamental US Small Company Index ETF FNDA Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2023
Q2 | – | Sell |
-174
| Closed | -$4.23K | – | 310 |
|
|
2023
Q1 | $4.23K | Hold |
174
| – | – | ﹤0.01% | 430 |
|
|
2022
Q4 | $4.07K | Hold |
174
| – | – | ﹤0.01% | 401 |
|
|
2022
Q3 | $4K | Hold |
174
| – | – | ﹤0.01% | 430 |
|
|
2022
Q2 | $4K | Hold |
174
| – | – | ﹤0.01% | 348 |
|
|
2022
Q1 | $5K | Buy |
+174
| New | +$5K | ﹤0.01% | 371 |
|
|
2021
Q4 | – | Sell |
-152
| Closed | -$4K | – | 484 |
|
|
2021
Q3 | $4K | Buy |
+152
| New | +$4K | ﹤0.01% | 335 |
|